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Bank on Wipfli
Wipfli
12 episodes
4 hours ago
Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...
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Management
Business,
News,
Business News
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All content for Bank on Wipfli is the property of Wipfli and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...
Show more...
Management
Business,
News,
Business News
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/c9/69/e1/c969e132-2850-e548-53eb-6396a1fb27e3/mza_1298507080558325929.jpg/600x600bb.jpg
Enhancing Wealth Programs for Community Impact
Bank on Wipfli
29 minutes
1 year ago
Enhancing Wealth Programs for Community Impact
How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this episode of Bank on Wipfli explores what financial institutions can do to connect with the next generation and retain those assets. Special guest Anne Schutt, Vice President of Business Development for Midwestern Securities, joined Wipfli’s Robert Zondag, Partner, to discuss: • The importance of b...
Bank on Wipfli
Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship. Discover what’s behind launching a niche brand: How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.Why authentic conversations — not just data — are key to understanding custome...